See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,113 | $232,540-69.4% | $185,117-61.6% | $147,584-51.8% |
| Participation rate | 73.9% | 82.4%-8.4pp | 77.3%-3.4pp | 82.8%-8.9pp |
| Annual return | 10.85% | 43.03%-32.2pp | 40.50%-29.6pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,698 | $5,195-67.3% | $4,182-59.4% | $4,876-65.2% |
| Participant deferral / active EE | $4,684 | $5,834-19.7% | $5,045-7.2% | $5,439-13.9% |
| Admin fee / account holder | $22,693 | $10,275+120.9% | $8,159+178.1% | $10,885+108.5% |